Is Coursera’s AI Course Surge And Anthropic Partnership Altering The Investment Case For Coursera (COUR)?

• Recently, Coursera highlighted a surge in enrollments for its generative AI courses and announced a new content partnership with AI firm Anthropic, building on growing recognition from online investor communities.
• This combination of rising learner interest in AI skills and collaboration with a leading research partner underscores Coursera’s push to deepen its role in career-focused digital education.
• Next, we’ll examine how Coursera’s Anthropic partnership and growing AI course demand may influence the company’s long-term investment narrative.

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Coursera Investment Narrative Recap

To own Coursera, you need to believe that paid demand for career-focused online learning will keep expanding, especially in technology and AI skills. The Anthropic partnership and surge in generative AI enrollments support the near term catalyst of AI driven product innovation, but do not materially reduce the key risks of intensifying low cost competition and the company’s path toward profitability.

The newly announced Anthropic Specializations, including “Building with the Claude API” and “Real-World AI for Everyone,” are most relevant here. They align directly with Coursera’s catalyst around AI powered course expansion and job relevant micro credentials, potentially reinforcing its value proposition for both individual learners and enterprise customers seeking scalable AI upskilling programs.

However, investors should also be aware that growing free alternatives could still pressure Coursera’s pricing power and...

Read the full narrative on Coursera (it's free!)

Coursera’s narrative projects $859.8 million revenue and $100.5 million earnings by 2028. This requires 6.0% yearly revenue growth and a $151.4 million earnings increase from $-50.9 million today.

Uncover how Coursera's forecasts yield a $12.23 fair value, a 49% upside to its current price.

Exploring Other Perspectives

Four members of the Simply Wall St Community currently estimate Coursera’s fair value between US$12.23 and US$15.00, showing a tight cluster of individual views. You can weigh these against the risk that growing low cost and free learning options may still challenge Coursera’s ability to grow revenue and improve margins over time.

Explore 4 other fair value estimates on Coursera - why the stock might be worth just $12.23!

Build Your Own Coursera Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Coursera research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Coursera research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Coursera's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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